Invenio Wealth Partners’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,061	Closed	-$493K	–	107
2023 Q4	$493K	Sell	6,061 -1,780	-23%	-$145K	0.36%	48
2023 Q3	$596K	Sell	7,841 -10,127	-56%	-$769K	0.54%	40
2023 Q2	$1.42M	Buy	+17,968	New	+$1.42M	1.61%	18